MWM

McNaughton Wealth Management Portfolio holdings

AUM $237M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.66%
2 Technology 0.64%
3 Communication Services 0.47%
4 Consumer Discretionary 0.4%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,819
52
-1,452
53
-8,650